Purchases and Sales Made in Q1 2025 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q1 2025. The information is specifically focused on institutions that hold shares of Chubb Ltd.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
637+ 36.4% |
$164K - $192K
|
2.39K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
634+ 2.21% |
$163K - $191K
|
29.3K
$8.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
628+ 1.22% |
$162K - $190K
|
52K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
609+ 4.51% |
$157K - $184K
|
14.1K
$4.05M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
603+ 2.89% |
$155K - $182K
|
21.5K
$6.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
602+ 8.69% |
$155K - $182K
|
7.53K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
594+ 0.96% |
$153K - $179K
|
62.5K
$17.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
589+ 18.8% |
$152K - $178K
|
3.72K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
588+ 18.2% |
$152K - $178K
|
3.82K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
584+ 2.25% |
$151K - $176K
|
26.5K
$7.6M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
582+ 2.79% |
$150K - $176K
|
21.5K
$6.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
578+ 0.39% |
$149K - $175K
|
148K
$42.4M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
575+ 0.51% |
$148K - $174K
|
113K
$32.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
568+ 0.99% |
$146K - $172K
|
58.1K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
549+ 8.29% |
$141K - $166K
|
7.17K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
541+ 3.03% |
$139K - $163K
|
18.4K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
534+ 13.27% |
$138K - $161K
|
4.56K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
531+ 3.39% |
$137K - $160K
|
16.2K
$4.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
527+ 1.08% |
$136K - $159K
|
49.1K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
522+ 4.88% |
$135K - $158K
|
11.2K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
519+ 1.11% |
$134K - $157K
|
47.4K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
515+ 5.11% |
$133K - $156K
|
10.6K
$3.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
511+ 2.91% |
$132K - $154K
|
18K
$5.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
511+ 1.28% |
$132K - $154K
|
40.4K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
502+ 28.83% |
$129K - $152K
|
2.24K
$643K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
500+ 28.25% |
$129K - $151K
|
2.27K
$651K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
499+ 3.68% |
$129K - $151K
|
14.1K
$4.03M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
498+ 0.61% |
$128K - $150K
|
82.2K
$23.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
490+ 17.21% |
$126K - $148K
|
3.34K
$957K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
488+ 16.95% |
$126K - $147K
|
3.37K
$966K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
486+ 44.22% |
$125K - $147K
|
1.59K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
484+ 0.26% |
$125K - $146K
|
185K
$52.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
478+ 46.82% |
$123K - $144K
|
1.5K
$430K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
478+ 13.66% |
$123K - $144K
|
3.98K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
463+ 31.05% |
$119K - $140K
|
1.95K
$560K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
452+ 67.16% |
$116K - $136K
|
1.13K
$323K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
446+ 1.73% |
$115K - $135K
|
26.2K
$7.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
436+ 2.99% |
$112K - $132K
|
15K
$4.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
435+ 16.61% |
$112K - $131K
|
3.05K
$876K
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
434+ 0.92% |
$112K - $131K
|
47.8K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
433+ 4.96% |
$112K - $131K
|
9.17K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
426+ 5.78% |
$110K - $129K
|
7.79K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
421+ 5.17% |
$108K - $127K
|
8.56K
$2.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
418+ 8.49% |
$108K - $126K
|
5.34K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
417+ 32.33% |
$107K - $126K
|
1.71K
$490K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
415+ 57.32% |
$107K - $125K
|
1.14K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
414+ 4.66% |
$107K - $125K
|
9.3K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
406New |
$105K - $123K
|
406
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
405+ 46.82% |
$104K - $122K
|
1.27K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
401+ 4.61% |
$103K - $121K
|
9.1K
$2.61M
|